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Shorters adding fuel to the fire what with inflation the war the strikes not RNS updates not looking good , the shorters are having a field day . someone need to come out and say we going to charge for digital subscription to halt this drop we need positive news and fast . DYOR but can see this moving back up in Sept again fingers crossed.
Too busy lining his pockets along with Fuller. They have the threat of industrial action to deal with now too. And why wouldn't they? Taking 600 pc and asking staff to take 3 pc in this climate is a recipe for trouble.
Shorters will be whacked if they don't exit ASAP.
Always a little concerned about these shorters topping up always implies they gonna give it a push , but it is still hold around 1.08 1.10 maybe come back in later in September once its bottomed out , unless of course the war comes to a rapid end Pension looking better DYOR GLA
https://forum.quidisq.com/t/reach-rch-pe-of-3-vs-pension-deficit/90/17
The projections are very interesting and the company could be awash with cash even without thinking out of the box,
Hopefully the board once the triaxial pension negotiations are done can galvanise the assets they have with thinking out of the box . Otherwise a bid will materialise as the current sp is so depressed that even a £2.75 bid would succeed. Will the the real Jim please stand up.
You'd think they'd be buying back shares at this price, especially as the pension deficit must be reducing at a rate of knots, and the cash pile building up, unless there's plans in place for a American PE takeover planned. STILL nothing on a subscription option with monthly prizes. Nothing fresh to create activity, and publicity for the group. Disappointed is not the word.
Once this is out and the pension deficit has become a surplus, even without subscription door still locked shut, then the dividend could be hiked to double, £8 may seem a million miles, but once all the pieces are in place and peace has to come to Ukraine, its gonna be magic to watch the increase. Keep the faith.
JM on way out or preparing the way to New posy possi ly
https://pressgazette.co.uk/biggest-uk-local-newsbrands/
Manchester Evening News (the MEN) was the UK’s largest regional brand reaching 18.1 million people in April – 36% of the UK population over 15 – an increase of 4% month-on-month, according to data from Ipsos iris.
The list is dominated by the UK’s largest regional publisher Reach, whose brands accounted for three-quarters of the top 50 table. Reach’s brands also took all of the top ten spots for audience size. The Mirror and Daily Express publisher recently moved 150 journalists from regional to national and big city titles to work on national coverage in a bid to reach 60 million daily page views across its network.
looking good....should slowly get back upto 150
You haven't got a clue. Ramping in the 300's and shorting at 110's ....It will be time to sell when you start ramping this...
for now easy buy and hold!
at that point it was true that it was undervalued and probably still is but DYOR . Even with 2 decent TS I really thought it had more legs but the War has certainly hit it hard , and whilst the shorters are still in not sure where it going but trends over rhe years tends to dip before august Look take what ever I post with a pinch of salt DYOR and GLA Hope you make a nice profit . best of Luck and if this starts to move up I wont be long jumping back in .
MANLSE12
Posted in: RCH
Posts: 58
Price: 248.00
Buy
FAR TOO CHEAP !03 Dec 2021 10:39
HERE'S THE BUY IN POINT TODAY should see the profit taker stocking up on their beer money today , then nice rise later
City con JIm's lost the plot you'd have thought with his bookies background he'd have played the odds of subscription fees . But it appears he's going the same way as the previous 2 CEO. They get the share price up and then it hits the bumpers . Sorry to say City I think this SP is at the top now, and still expect big drop hate being negative but being realistic .
Dear Jim, this may help you understand the logic of offering an ad free service to the probably 11 million plus subscribers. do not need degrees or phds just a bit of common sense. The Telegraph have sust it, whats the blockage at your end?
Prizes and you'd probably get 4 or 5 million paying a fiver, per month and the all those free shares you have will jump to £8 quid... no one lives forever so get a move on, contact the telegraph to see how its done, unless you have a massive ego;
The company expects total subscription revenues to account for more than 50pc of total revenues in 2022, up from 46pc in 2021. Blended average revenue per subscription (ARPS) for December 2021 was £175.
Operating profit pre-exceptional items increased by £6.6m (up 25pc) to £33.3m in 2021, driven by digital subscriptions, continued cost management and transformation, the company said. Earnings before interest, tax, depreciation and amortisation (Ebitda) pre-exceptional items increased by 8pc to £40.4m in 2021. Profit before tax jumped 34pc to £29.6m – a year-on year increase of £7.5m and ahead of expectations.
Advertisement
In May 2021 print advertising revenue generation was outsourced to DMG Media, delivering a positive trading performance and a shift to a more variable cost model, the company said.
Nick Hugh, the chief executive of Telegraph Media Group, said: “TMG has continued its excellent progress towards our stated strategic goal; subscription numbers have seen substantial growth since launching in 2018. In December 2021 we exceeded the significant milestone of 720,000 subscriptions. The overall subscription number remains the key metric for TMG.
“We have continued to invest in our high quality, trusted and award-winning journalism including the successful launch of the new version of our app. As of April 2022, 240,000 subscribers use the app each day.
“Increased digital subscription revenues have been a key driver of our 25pc growth in pre-exceptional operating profit. Our partnership with DMG Media has also been profit additive. Material investment in journalism, technology platforms and digital operations will continue in 2022.”
Couple of publication held up in April but most fell again not huge but enough to have an affect on advertisers , really need to see digital being monetarise pretty darn quick. Otherwise its 2 weeks to below £1.00 the way this is going .
Maybe, but pension contributions are paid on a buy out basis, not an accounting basis. So big lumps of cash will still need to be paid to the pension fund.
My advice is to become an actuary and bamboozle everybody with smoke and mirrors. Yet another bloodsucking closed shop profession.
One potential bright spot is the pension. Broker Singer says contributions will reduce the deficit from £154m in FY’21 to just £78m in ’23 and that “a 0.5% shift in actuarial base rate assumptions would lead to the deficit swinging to a surplus at today’s date” - see page 148 of RCH annual report.
Holding on for £1 or less before I reload whilst the shorts are still here , They aint moving which is the big concern . You get a big batch of buys then boom in come the sells . The only thing positive at the moment is the price has held around 118 -120 over the week.
The solution is simple put the war into the middle, start a subscription with no adverts, £5 and monthly draws for subscription payers only. Its a bl o ody red top tabloid not the FT. But sometimes the simplest ideas are too complex for highly educated company ceos. That's what WORKING class people want a bit of fun and fantasy.
Most major news sites saw a year-on-year and month-on-month fall in their traffic in April, as news interest in the Ukraine war is likely to be waning. https://pressgazette.co.uk/most-popular-websites-news-world-monthly/
Not sure but was hoping the shorts would have taken their profit but suspect they are going to drive this down over next 2 weeks. The BOD buys have done nothing in these turbulent times. Maybe they need to buy more show confidence.
I added some more and will continue to add at current depressed prices....
the drop from 400p to 125p has been brutal.
Reckon inflation has peaked and we should see recovery going forward/improved margins and collect divi during the process.....